Integrations
52 articles
Step 1: Create an Integration Record in Netsuite
Step 2: Set up a Role for ProcureDesk
Step 3: Create Access Token
Step 4: Add NetSuite Integration details
Step 5: Add a Folder for Invoices
How to enable the Duplicate Invoice setting in NetSuite?To avoid syncing duplicate invoices in NetSuite from ProcureDesk.
How to find the Chart of Accounts in NetSuite?
How to Import UOM from NetSuite into ProcureDesk?Importing UOM from NetSuite into ProcureDesk ensures consistency and accuracy in purchase orders and invoicing. This guide outlines the steps required to successfully import UOM data from NetSuite into ProcureDesk.
QuickBooks Online Integration Overview
How to sync up Departments/Locations with QuickBooks Online
How to import Class from QuickBooks Online?This guide explains how to enable and import QuickBooks Online class codes into ProcureDesk for seamless integration.
How to sync Suppliers from QuickBooks Online?
How to connect to QuickBooks Online
How to find the Chart of Accounts (COA) in QuickBooks Online?
How to find the Chart of Accounts in QuickBooks Online?
How to enable Multicurrency Option in QuickBooks?
How to Review & Share a Supplier's screenshot from QuickBooks Online?
How to Find Projects (Project Codes) in QuickBooks Online?
Re-authenticate with QuickBooks Online.
How to Send Memo Details to QuickBooks Online?
How to Sync Suppliers from ProcureDesk to QuickBooks Online?
How can we stop syncing Credit Card POs to QuickBooks Online?
QuickBooks Integration Error: undefined method `currency' for nil:NilClass\For reimbursable expenses, the default vendor is the user who needs to be reimbursed and it needs to be set up!
QuickBooks Enterprise
QuickBooks Enterprise configurations and Integration
QuickBooks Enterprise - Integration Overview
How to find the name and path for your QuickBooks Enterprise File?
How to Install QuickBooks Web Connector
Setting up a "Generic" item in QuickBooks Enterprise
How to Retrieve Logs for the QuickBooks Enterprise Connector?
How to send an Itemized PO Invoice to QuickBooks Enterprise?This guide provides instructions on how to sync PO Invoices as Items (not Categories) in QuickBooks Enterprise from ProcureDesk.
How to Send Receipts to QuickBooks Enterprise?
How to Import Purchase Orders (POs) from QuickBooks Enterprise to ProcureDesk?
How to send the shipping amount as part of the line amount?
How to sync a supplier from QuickBooks Enterprise to ProcureDesk without having to wait for the nightly sync?
How to Download the QuickBooks Web Connector (QWC) File?This guide walks you through downloading the Web Connector (.qwc) file required for setting up the QuickBooks integration with ProcureDesk.
Xero
Integrate Xero with ProcureDesk
FAQ: How to Find and Share a Supplier URL from Xero?This guide will help you find a supplier URL in Xero and share it with us.
How to connect your Xero account with ProcureDesk?
Master Data sync overview with Xero
How to sync transactions with Xero?
Supplier/Contact sync - ProcureDesk & Xero
How to sync tracking categories/locations?This guide explains how to enable and use tracking categories from Xero in ProcureDesk.
How to find the Chart of Accounts in Xero?
How to Integrate Avalara with ProcureDesk?
Setting Up Default Values in Avalara via ProcureDesk
Setting Up Tax Codes in ProcureDesk for Avalara Integration
How to Use Avalara for Tax Calculation in ProcureDesk
How to Troubleshoot Avalara Integration Issues in ProcureDesk?
Overview of the Avalara Document Lifecycle in ProcureDesk